- Citigroup (Los Angeles, CA)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions...in line with the fundamental interests of the Citi Private Bank . + Help team members acquire… more
- Zions Bancorporation (Irvine, CA)
- …endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers comprehensive ... Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees,...risk management . The primary goal of a wealth management group is to help clients… more
- Citigroup (San Francisco, CA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (Downey, CA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank … more
- Citigroup (Los Angeles, CA)
- …, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace ... You could access a range of responsive banking, investing, wealth management & planning services and access...relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management...prospects who will benefit from a broad range of Bank solutions. + Work in collaboration with internal and ... for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and...potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies.… more
- JPMorgan Chase (San Francisco, CA)
- …you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality ... can Expect** You will be part of a three-year Private Bank analyst program whereby you will...support the banker team in a variety of relationship management functions, primarily assisting with acquiring new ultra-high net… more
- Bank of America (Beverly Hills, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional… more
- Citigroup (San Francisco, CA)
- …issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- JPMorgan Chase (San Francisco, CA)
- …* Eight plus years of work experience prospecting, acquiring, and developing private banking/ wealth management relationships with ultra-high net worth ... motivated to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking… more